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February 22, 2021
Question

Hi, my 1099 needs review but I am unable to both upload and connect the form by entering account/document Id. I get "upload failed"

  • February 22, 2021
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February 23, 2021

If this is referring to 1099-DIV, please continue to read:

 

This issue has been fixed.  Make sure you update the program.  Click here:

 

1099-DIV needs review

 

 A common reason for receiving a 1099-DIV form is because some of the stocks you own pay dividends, or a mutual fund you invest in made a capital gains distribution to you during the year. It is possible that you might also receive US government related funds that are tax exempt.  You won’t file the 1099-DIV with the Internal Revenue Service, but you will need the information it reports when preparing your tax return.

 

For more information, click here: 1099-DIV

 

If is is not 1099-DIV, please write back with clarification.